Learn how to automate document creation in Google Docs from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Sheets and Google Docs
To create documents in Google Docs from text in Google Sheets, we will use Pabbly Connect. Begin by signing into your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button to start a new automation process.
After clicking, name your workflow something relevant, like ‘Create Google Docs Document from Google Sheets Data’. This title helps identify the purpose of the workflow easily. You will now see the Trigger and Action modules that will facilitate the integration.
2. Configuring the Google Sheets Trigger in Pabbly Connect
The next step is to set up the Google Sheets trigger in Pabbly Connect. Select Google Sheets as your trigger application. The event to choose is ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your Google Sheet, it will trigger the workflow.
- Select Google Sheets as the trigger application.
- Choose the event ‘New or Updated Spreadsheet Row’.
- Connect your Google Sheets account to Pabbly Connect.
After setting up the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used to connect your Google Sheets to the workflow, ensuring that any new or updated rows are sent directly to Pabbly Connect.
3. Connecting Google Sheets to Pabbly Connect
Now, navigate to your Google Sheets and open the Extensions menu. From there, select Add-ons and search for the Pabbly Connect Webhooks add-on. Install this add-on if you haven’t already. Once installed, you will find it under the Extensions menu.
Click on Pabbly Connect Webhooks and then select ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect and set the trigger column to the last updated column, which is typically the F column. After entering this, click on ‘Submit’ to finalize the setup.
4. Setting Up the Google Docs Action in Pabbly Connect
With the trigger set, the next step is to configure the action in Pabbly Connect. Choose Google Docs as the action application and select the action event ‘Create Document from Text’. This action will create a new document in Google Docs based on the data received from Google Sheets.
Connect your Google Docs account to Pabbly Connect and allow the necessary permissions. You will now need to specify the document’s name, which can be the student’s name for uniqueness. Also, select the folder in Google Drive where the document will be saved.
- Choose the document name based on the student’s name.
- Select the Google Drive folder for saving the document.
- Map the content fields accordingly.
In the content field, format the text with headings (H1 for the subject, H2 for questions, H3 for answers) to maintain clarity in the document. This structured formatting will help in organizing the information properly when viewed in Google Docs.
5. Testing and Completing the Integration
Finally, it’s time to test your setup. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, a new document will be created in Google Docs with the specified format and content from Google Sheets.
Check your Google Docs to ensure the document has been created successfully. The document should reflect the student’s name as the title and contain the structured content formatted with appropriate headings. If any errors occur, Pabbly Connect will provide feedback to help you troubleshoot.
Conclusion
Using Pabbly Connect, you can efficiently automate the process of creating Google Docs from data in Google Sheets. This integration streamlines workflows, allowing for quick document generation based on spreadsheet inputs. Enjoy the benefits of automation!
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